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WHAT’S THE BIG DEAL ABOUT AI AND NVIDIA?
AI represents a fundamental shift in our relationship with technology. It’s not just a tool anymore—it’s a presence that can think, learn, and even create.
WHAT’S GOING ON?: WHAT’S THE BIG DEAL ABOUT AI AND NVIDIA?
Hello There 🙋♂️,
Welcome to this edition of "What’s Going On?".
Before jumping into Nvidia, let’s all agree that AI represents a fundamental shift in our relationship with technology. It’s not just a tool anymore—it’s a presence that can think, learn, and even create.
The implications of that shift are enormous, from the automation of jobs, breakthroughs in science, to the creation of new forms of art and entertainment. AI has the potential to transform virtually every aspect of our lives, from the way we work and play to the way we interact with each other.
-Dean
Alexis ➤ Hey, Dean. Have you ever been impressed by NVIDIA's huge technological influence? What is the big deal about NVIDIA? |  |
 | Dean ➤ Thanks, Alexis. There is more to that. NVIDIA is the only one company currently out there that has the chips for AI, for AI processing. There's a lot of other chip companies out there that... A lot of them, like AMD, Intel, whatever, Taiwan Semi. Taiwan Semi is more of a manufacturer, but there's a lot of other chip manufacturers out there. Let me dive more deeper to the explanation. |
WHY IT IS MORE OF A BIG DEAL? 🤔
Nvidia.
We hear so much about Nvidia. What’s the big deal?
Nvidia makes the chips in our computers that are critical for running AI applications. The computer was built in the 1960s, it’s been fundamentally the same for all these decades, except the speed and power of computing. In the words of Jensen Huang, CEO of Nvidia, AI brings about the reinvention of the computer, in “accelerated computing”.
AI will bring about the ability for computers to solve problems exponentially faster. This is the key behind what Nvidia does. Today we all see and hear about LLMs (Large Language Models) that we all have played with and see how cool AI can be. How is this possible? It’s the chips in the computers that have the ability to process information so fast that allows for AI to work.
In the last decade, chip performance has improved 1000x! And what does this mean? Inference. Inference is when you can tell a computer to read a book, and it can tell you everything about the story in that book. Think about the potential impact. Instead of a bunch of programmers writing code to develop some sort of complicated model to test, let’s say a new airplane, or a new drug etc., AI will allow the designers to simply tell the computers to do it (I know I am simplifying things but you get the idea).
Nvidia is such a big deal because its chips are integrated with all the platforms out there in cloud computing (the norm today) platforms like AWS, Oracle, Microsoft etc. Nvidia’s tech will be in every computer, every data center etc. It’s chips not only allow for this hyper speed of computing, but as importantly, they significantly reduce costs – namely energy. The more efficient and faster the chips are, the less energy they consume.
Accelerated computing is just the beginning. We are in what’s the infancy of what AI will become in the coming years or decades. For those of you who are old enough to remember (like me) the internet boom think of this as the time of the Netscape browser, Netzero, and AOL and remember those days when intel and AMD used to compete for who has the fastest PCs and laptops etc., I think we are just in those stages as far as the AI revolution is today.
Accelerated computing is just the beginning. We are in what’s the infancy of what AI will become in the coming years or decades. For those of you who are old enough to remember (like me) the internet boom think of this as the time of the Netscape browser, Netzero, and AOL and remember those days when intel and AMD used to compete for who has the fastest PCs and laptops etc., I think we are just in those stages as far as the AI revolution is today.
Nvidia continues to demonstrate they are the undisputed leader in AI. Its recent earnings announcement knocks it out of the ballpark again. 4 Quarters in a row with revenues increasing over 400%, and 3 Quarters in row with earnings growth of over 200%. It IS the leader by far, in the AI revolution. Most importantly, this isn’t like the old dotcom days where a majority of the high flyers in the stock market were not profitable, and the stock prices were all based on future cash flow and earnings, most of which came tumbling down in the early 2000s as the market lost its “high” on the future expectations of the internet boom. Nvidia is nothing like those companies, it’s making a ton of money today, and what I find amazing is that we are so early in the AI revolution and already its demonstrating what took several years for the old internet high flyers (aka Amazon, Google, Ebay, etc.) to do – make money.
Of course, with this phenomenal potential of AI comes a lot of questions and concerns. Some people worry about the ethical implications of AI, while others worry about its impact on the economy and society as a whole. Ultimately, the big deal about AI is that it represents a massive change in the way we live and work, and we’re still just beginning to understand what that change will mean, and in my view, that the AI naysayers and those that say AI will be the end of us need to chill out. The potential benefits to the advancement of humankind far outweighs the risk of a “terminator” like outcome.
AND THAT’S A WRAP
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Until next time!
AlexisAndDean.
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